Sensible Money’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
2,239
| – | – | 0.25% | 32 |
|
|
2025
Q1 | $549K | Buy |
2,239
+19
| +0.9% | +$4.66K | 0.24% | 35 |
|
|
2024
Q4 | $532K | Hold |
2,220
| – | – | 0.23% | 37 |
|
|
2024
Q3 | $468K | Buy |
2,220
+10
| +0.5% | +$2.11K | 0.2% | 40 |
|
|
2024
Q2 | $447K | Hold |
2,210
| – | – | 0.22% | 40 |
|
|
2024
Q1 | $443K | Hold |
2,210
| – | – | 0.24% | 37 |
|
|
2023
Q4 | $376K | Sell |
2,210
-14
| -0.6% | -$2.38K | 0.23% | 42 |
|
|
2023
Q3 | $323K | Buy |
2,224
+3
| +0.1% | +$435 | 0.23% | 49 |
|
|
2023
Q2 | $323K | Sell |
2,221
-35
| -2% | -$5.09K | 0.24% | 50 |
|
|
2023
Q1 | $294K | Sell |
2,256
-14
| -0.6% | -$1.82K | 0.25% | 51 |
|
|
2022
Q4 | $304K | Buy |
+2,270
| New | +$304K | 0.33% | 47 |
|